Who We Serve
People Who Benefit the Most from Our Services
Almost always...
- Have an investment portfolio from $250,000 to $10,000,000
- See the management of their investments as somewhat of a burden
- Want someone they can call whenever they have a financial question or problem who will provide them with an answer or solution or who will refer them to another competent professional who will
- Dislike losing money more then they like making money
Usually...
- Are age 50 to 85
- Do not think of themselves as financially wealthy
- Have strong self-esteem but downplay their success
- Are good providers for their families
- Want good investment returns but want to sleep at night
- Like an educational style of presenting ideas but don't want to be overloaded with information or to become a financial expert
- Want their financial advisor to understand them and help them avoid mistakes
- Want to plan for and maintain a secure retirement
- Appreciate common sense, simplicity and the “bottom line”
- Like to be appreciated
- Value peace of mind, security and happiness
- Are not impressed with fancy advertising and glossy brochures
- Are cost conscious but will pay for convenience and expertise
- Spend less money than they make